Case Study: Driving Efficiency with Power Platform – A Fortune 500 Food Manufacturer’s Automation Revolution 

By Whitney Irish

Migrating 40+ robotic process automations to Microsoft Power Platform for enhanced reliability and scalability. Executive Summary Building on established RPA automations, Fortune 500 food manufacturer undertook a significant project to migrate over 40 processes from a legacy automation platform to Microsoft Power Platform. This transition not only improved automation reliability and cost-effectiveness, but also allowed…

Requirement for Full Compliance With HOTMA Is Here

By Allison Katz

The Housing Opportunity Through Modernization Act (“HOTMA”) was signed into law on July 29, 2016, amending many aspects of multifamily housing programs (as well as programs administered through the Offices of Public and Indian Housing and Community Planning and Development).  The U.S. Department of Housing and Urban Development (“HUD”) did this in the interest of…

Proposition M: Changes to San Francisco Gross Receipts Tax

By Allison Katz

The deadline for submitting the San Francisco Gross Receipts Tax return is quickly approaching on February 28, 2025.  Before calculating the first quarterly payments for 2025, consider the changes enacted by voters in 2024 as part of Proposition M.  A broad restructuring of the exemption threshold, apportionment formulas, and rates could considerably change your tax…

Case Study: Securing Microsoft 365 Copilot – A Professional Services Firm’s Path to Safe AI Adoption 

By Whitney Irish

How a Rushed Microsoft 365 Copilot Rollout Led to a Quick Rescue and a Secure AI Deployment The Background The journey for this client in the professional services industry began when they introduced Microsoft Copilot to a select group of users, eager to leverage its productivity-enhancing capabilities. However, shortly after the Microsoft Copilot implementation, it…

2024 Tax Reporting Tips for Resort Employers: Worker Classification and Navigating 1099 Requirements

By Ruby Castaneda

In an ever-evolving and often overly complex tax compliance world, it’s crucial for resort operators and managers to ensure a comprehensive understanding of filing requirements and what classifies a contract worker as 1099-eligible labor. This article aims to uncover upcoming filing requirements facing the hospitality industry and touch on the penalties for failure to file…

CleanTech and the New Presidency: What to Expect

By Allison Katz

The start of President Trump’s second term in office has the CleanTech industry preparing for the future of climate change initiatives. President Trump has historically supported the fossil fuel industry. In his initial term, this support led to many regulatory rollbacks that supported its growth and competition. This is expected to play a large part,…

Dealer Vision: Winter 2025

By Allison Katz

Rev up for the Winter 2025 issue of Dealer Vision! This edition is fully-loaded with the insights and strategies to keep your dealership running at peak performance. Inside, explore key takeaways from the AICPA Dealership Conference, master the art of implementing a strategic parts matrix, and discover the advantages of a cost segregation study. Inside…

Driving Profit Through Fixed Operations: How a Strategic Parts Matrix Can Keep Your Dealership Thriving

By Allison Katz

As vehicle gross profit per unit faces downward pressure, successful dealers are shifting their attention to fixed operations—specifically the parts and service departments. Why? Because the service drive offers a significant opportunity, one that’s essential for sustaining profitability as the age of vehicles continues to grow, extending the period for which vehicle owners seek highly…